Home » How to Find the Right Financial Advisor financial advisor

How to Find the Right Financial Advisor financial advisor



Finding the right financial advisor can be a challenge. It’s hard to find someone who you can trust when it comes to managing your money. In this video, I team up with Paul Roldan of AllGen Financial Advisors to help you make the right choice. You’ll learn what a financial advisor is, how a financial advisor is compensated, and what standards different financial advisors are bound by. You’ll come away with an understanding of what to look for in a financial advisor, where to look, and what kinds of questions to ask.

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Have you ever worked with a financial advisor? What was it like? Let me know in the comments.

For our entire conversation, check out the Practical Personal Finance Podcast, and look for episode number 4:

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Check out AllGen Financial on YouTube:
Check out the AllGenFinancial Website:

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How to Find the Right Financial Advisor
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6 thoughts on “How to Find the Right Financial Advisor financial advisor”

  1. You see, I thought financial advisors were just for people that had too much money and don't know what to do with it. Thanks for setting me right.

  2. I really enjoyed your video! Would you be willing to give me some feedback on my videos? I make videos related to anything money and I would love to grow and improve my videos in any way I can!

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